Opening the detail page
You can reach the detail page in several ways:
- Click any row in the Transfers list.
- Click View Transfer on the success screen after creating a transfer.
- Use See details from a row in the Reconciliation page.
Page header
The header shows the transfer identifier (truncated) and the creation date in local format. Next to the title:
- A status badge reflecting the current state (Created, Pending, Processing, Completed, Failed, and so on).
- An Auto-refreshing… hint that pulses while the transfer is still in flight.
- A Cancel Transfer button when the transfer is in a cancellable state (see Cancelling a Transfer).
Auto-refresh polls the transfer every five seconds while it is in flight. Once it reaches a terminal state (Completed, Processed, Failed, Cancelled, Rejected, Expired, Received, Pending Confirmation), polling stops.
Tabs
The page has two tabs: Summary (default) and Raw Data.
Summary
The Summary tab arranges the transfer in sections.Financial Summary
- Amount — the transfer amount.
- Fee — the total fee applied.
- Total — the sum of amount and fee (highlighted in bold).
- Type — the transfer type badge (TED Out, TED In, or P2P).
- Description — the description you provided, or No description if empty.
References
Shown only when at least one reference value exists:- Confirmation Number — reference returned at confirmation time.
- Control Number — reference from the counterparty system.
Sender
- Account ID — the sender account identifier.
Recipient
- Name — the beneficiary’s name.
- Document — the beneficiary’s CPF/CNPJ, partially masked for privacy (first three and last three characters visible).
- ISPB / Branch — the beneficiary bank’s ISPB and branch, displayed as
ISPB / Branch. - Account — the beneficiary’s account number.
- Account Type — Checking or Savings.
Dates
- Created at — when the transfer was created.
- Updated at — when it was last updated.
- Completed at — when it reached a terminal state. Shown only once it is completed.
Metadata
If the transfer carries custom metadata, each key-value pair is listed here.Status History
On the right-hand column of the Summary tab, a vertical timeline shows every status change recorded for this transfer, with:- The status label (Created, Pending, Processing, Completed, Failed, and so on).
- The timestamp of the change.
- An optional reason explaining the transition.
Raw Data
The Raw Data tab shows the full payload returned by the plugin for this transfer, useful when you need to inspect fields not shown in the summary view or share the exact response with support.Error state
If the transfer cannot be loaded (for example due to a temporary backend error), the page shows Failed to load transfer details with a Retry button that re-requests the data.